Monitor daily sales disclosures and quarterly updates for actual ATM usage. The $199M remaining capacity represents about 7.7% of market cap at $19.39/share, but actual dilution depends on execution pace and market conditions.
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How similar events traded
Executive Summary
Acadia Realty Trust filed a prospectus supplement for an at-the-market (ATM) equity offering program of up to $500 million in common shares, with $199 million remaining available after prior sales. The program includes forward sale agreements and a syndicate of sales agents. Proceeds are for general corporate purposes including debt repayment and acquisitions.
Key Financial Metrics
Key Facts
- ATM equity offering program of up to $500 million in common shares
- $300.9 million already sold under prior prospectus supplement; $199.1 million remains available
- Sales agents include BofA Securities, Barclays, Citizens JMP, Goldman Sachs, Jefferies, J.P. Morgan, TD Securities, Truist Securities, Wells Fargo Securities
- Forward sale agreements available with up to 2-year settlement; commissions up to 2.0%
- Proceeds for general corporate purposes including acquisitions and debt repayment
- Filed concurrently with S-3ASR shelf registration and one day after Q3 2026 earnings release
Financial Impact
Up to $199.1 million in potential equity issuance at market prices; $300.9 million already raised under prior ATM program
Risk Factors
- Potential dilution from share issuance under ATM program
- Forward sale agreements could result in accelerated settlement or cash obligations
- Conflicts of interest as several sales agents are also lenders under credit facility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 424B5 Filing (Primary) | 0001193125-26-445528 |
| Document: akr-exfiling_fees.htm | 0001193125-26-445528 |
| Document: 0001193125-26-445528-index-headers.html | 0001193125-26-445528 |
| Document: 0001193125-26-445528-index.html | 0001193125-26-445528 |
| Document: 0001193125-26-445528.txt | 0001193125-26-445528 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 3, 2026 1d ago | 8-K | $19.34 | awaiting T+60 | awaiting T+60 | $19.87 (+2.74%) |
Nov 3, 2026 1d ago | 424B5 | $19.34 | awaiting T+60 | awaiting T+60 | $19.87 (+2.74%) |
Nov 3, 2026 1d ago | S-3ASR | $19.15 | awaiting T+60 | awaiting T+60 | $19.87 (+3.76%) |
Nov 2, 2026 1d ago | Institutional Cluster | $19.15 | awaiting T+60 | awaiting T+60 | $19.87 (+3.76%) |
Nov 2, 2026 2d ago | 8-K | $19.39 | awaiting T+60 | awaiting T+60 | $19.87 (+2.48%) |
Oct 30, 2026 5d ago | SC 13G | $19.03 | awaiting T+60 | awaiting T+60 | $19.87 (+4.41%) |
Oct 19, 2026 16d ago | 8-K | $18.48 | awaiting T+60 | awaiting T+60 | $19.87 (+7.52%) |
Aug 3, 2026 13w ago | Institutional Cluster | $21.66 $18.86 | ▼ −12.93% | ▼ −13.30% | $19.87 (−8.26%) |
Jul 28, 2026 14w ago | 8-K | $22.63 $18.78 | ▼ −17.01% | ▼ −21.74% | $19.87 (−12.20%) |
Jun 11, 2026 20w ago | 424B5 | $21.97 $20.29 | ▲ +7.65% | ▲ +12.04% | $19.87 (+9.56%) |
US Market Status
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